The Hartford

The Hartford is a prominent provider of property and casualty insurance, group benefits, and mutual funds, with a history spanning over 200 years. The company offers a wide range of insurance products, including car, home, and business insurance, catering to both individuals and businesses. Renowned for its reliability, The Hartford has served notable figures throughout its history and continues to be a trusted choice for protection and financial security. With its headquarters in Hartford, Connecticut, the company maintains a significant presence in the insurance industry, focusing on delivering comprehensive coverage and innovative solutions to meet the evolving needs of its customers.

Ric Baker

Senior Vice President

Beth Bombara

CFO

Stephanie Bush

Executive Vice President, Small Commercial

David Carter

Senior Vice President, Property Insurance, Commercial Markets

William Holm Jr.

Vice President

Robert Rupp

Executive Vice President and Chief Risk Officer

Christopher J. Swift

Chairman and CEO

Nathaniel Terry

Founder

25 past transactions

Boise Adaptive Snowsport Education is a snowboard education in a safe environment which increases physical, social, and functional skills. To facilitate winter sports opportunities for individuals with disabilities through professional ski and we've consistently pursued our mission to serve, all thanks to the helping hands of this amazing community!

Gaylord

Grant in 2023
Gaylord is a nonprofit healthcare organization that provides neurorehabilitation, physical therapy, inpatient and outpatient care services.

JTCC

Grant in 2023
JTCC is a tennis club that makes the sport available to people of all ages and abilities. They provide a path for talented and highly motivated young people to gain admission to top colleges and universities across the country.

Birtcher Development

Debt Financing in 2023
Birtcher Development is a real estate company that specializes in property development, investment, and construction services.

AccesSurf

Grant in 2023
AccesSurf builds an inclusive community that empowers people with disabilities through accessible beach and water programs.

Superscript

Series B in 2023
Superscript is a digital insurance broker that caters to a diverse range of businesses, from startups to established companies. It operates a self-serve online platform that allows small and medium-sized enterprises to buy and manage their insurance quickly and efficiently. By utilizing a price comparison tool and offering a flexible monthly subscription model, Superscript streamlines the process of generating quotes and setting up coverage in just a matter of minutes. The company is notable for being the first UK-based InsurTech to become a Lloyd's of London broker, and its tech-specialist brokerage team provides tailored insurance solutions for high-growth and innovative businesses facing complex risks.

TiLT

Series B in 2022
The Inclusive Leave Management Solution for Every Life-Changing Moment. Be Compliant. Save Time. Save Money. Be Human.

Cape Analytics

Series C in 2021
Cape Analytics, LLC is a technology company that specializes in an artificial intelligence-based geospatial imagery data platform designed for the insurance and reinsurance sectors in the United States. Founded in 2014 and based in Mountain View, California, the company employs deep learning and computer vision to provide instant property intelligence, allowing insurers and property stakeholders to obtain critical property attributes during the underwriting process. This platform offers the precision and detail typically associated with on-site inspections, but with the added benefits of speed and extensive coverage. By streamlining access to valuable property data, Cape Analytics enhances the efficiency of underwriting for real estate and insurance companies.

Homee

Venture Round in 2020
Homee, Inc. is a technology platform founded in 2017 and based in Tampa, Florida, that connects homeowners, renters, and property managers with service providers for home services and claims processes. The mobile application facilitates the hiring of skilled professionals such as handymen, plumbers, electricians, and HVAC specialists. Additionally, Homee's platform serves insurers and policyholders by streamlining the claims process and offering tools for scheduled and emergency repairs. The network of registered contractors specializes in handling claims and repair services, enhancing the efficiency of the service delivery and improving client satisfaction.

Y-Risk

Acquisition in 2018
Y-Risk, LLC, founded in 2015 and headquartered in Unionville, Connecticut, is a provider of customized insurance solutions aimed at both private and public companies across various stages of growth. The company specializes in underwriting management services, offering commercial general liability, property, and inland marine insurance. Y-Risk distinguishes itself by providing flexible insurance coverages and pricing plans tailored to the unique needs of its clients, including those with standard exposures and those requiring usage-based coverages. Its comprehensive risk management services involve detailed evaluations of client operations to identify potential liabilities and address concerns, supported by data analysis and modeling. The firm prioritizes efficient underwriting processes and quick turnarounds, ensuring that clients receive timely and relevant insurance programs that align with their business goals. As a subsidiary of Hartford STAG Ventures LLC, Y-Risk's strategic approach seeks to foster trust and support client growth through effective risk management solutions.

Navigators Group

Acquisition in 2018
The Navigators Group, Inc. is an international specialty insurance holding company with insurance company operations, underwriting management companies and operations at Lloyd’s. Navigators has offices in the United States, the United Kingdom and Continental Europe, as well as representative offices in China and Brazil.

Cape Analytics

Series B in 2018
Cape Analytics, LLC is a technology company that specializes in an artificial intelligence-based geospatial imagery data platform designed for the insurance and reinsurance sectors in the United States. Founded in 2014 and based in Mountain View, California, the company employs deep learning and computer vision to provide instant property intelligence, allowing insurers and property stakeholders to obtain critical property attributes during the underwriting process. This platform offers the precision and detail typically associated with on-site inspections, but with the added benefits of speed and extensive coverage. By streamlining access to valuable property data, Cape Analytics enhances the efficiency of underwriting for real estate and insurance companies.

Aetna - Life, Disability Business

Acquisition in 2017
Aetna - Life, Disability Business provides life-, disability-income and other insurance products to employers’ benefits programs in the U.S.

Flock

Series A in 2017
Flock is a comprehensive software platform designed to streamline the management of human resources, benefits, and compliance. It simplifies the complexities associated with benefits administration, offering a paperless and automated solution for the essential administrative tasks involved in onboarding and managing employees. By providing an efficient system, Flock helps organizations minimize risks and liabilities while enabling HR professionals and health insurance brokers to effectively support their business operations. The platform aims to enhance the overall experience in HR management and benefits administration, making it easier for businesses to navigate these critical functions.
The founders of Maxum Specialty Insurance Group, driven by collective values of integrity, excellence and success, established the company in January 2003. It was created to provide creative underwriting for hard-to-place risks. Maxum began operating as an excess and surplus lines specialty carrier, writing small- to medium-sized property and casualty business on a non-admitted basis. Today Maxum Specialty Insurance Group is comprised of Maxum Indemnity Company—a non-admitted, excess and surplus lines insurer authorized in 49 states, the District of Columbia, the territories of Puerto Rico and the U.S. Virgin Islands, and Maxum Casualty Insurance Company, an admitted insurer licensed in 50 states and both domiciled in Delaware. They are focused on providing quality specialty property and casualty insurance products, serving the needs of several distinct markets through their underwriting divisions: Binding, Casualty Brokerage, Inland Marine, Management Liability, Professional Liability, Programs and Special Property. In the past few years, they have enjoyed steady growth and expansion into new markets. A.M. Best rates the company A-VIII and their statutory surplus has grown to more than $122.3 million. They only appoint a limited number of wholesale producers who share similar strategic values. These wholesale producers, in turn, serve retail insurance brokers who benefit from the expertise of their wholesale channel and Maxum’s own internal resources.

CoreValue

Series A in 2012
CoreValue Software has created a suite of SaaS products that enable business owners, CEOs and Advisors of private businesses to quickly (under 90 minutes) and easily (thanks to tested and proven algorithms) quantify operational performance, and to connect operational performance to enterprise value. CoreValue then provides a detailed roadmap for capturing and building sustainable enterprise value. We offer a three-tier suite of tools: Engage, Assess, and Plan & Track. Each builds upon the previous to dig deeper and identify opportunities to strengthen and grow the business, and to create enterprise value. In addition, Advisors have access to a Client Dashboard, a centralized hub for managing their prospects and clients as they progress through the CoreValue suite.

Federal Trust

Acquisition in 2009
Federal Trust is a holding company that encompasses Federal Trust Bank and Federal Trust Mortgage Company. It offers a range of financial products and services, including banking and mortgage solutions. Additionally, the company provides wealth management and insurance services, aiming to meet diverse financial needs for its clients. Through its various divisions, Federal Trust focuses on delivering comprehensive financial support and solutions to individuals and businesses.

Sun Life Retirement Services

Acquisition in 2007
Sun Life Retirement Services is a high quality provider of recordkeeping and administrative services to defined contribution plans.

TopNoggin

Acquisition in 2007
TopNoggin is a company that specializes in developing Web-based pension administration systems. It is known for its proprietary technology, particularly through its product, Bluefin, which streamlines the management of pension plans. Bluefin offers essential services such as calculations, valuation reports, data administration, and trust-payment direction, significantly reducing the time and costs associated with traditional data management tasks. By providing these solutions, TopNoggin addresses the challenges faced by companies managing pension plans, making the process more efficient and less cumbersome.

buySAFE

Series B in 2005
buySAFE, Inc. is a company that specializes in providing website conversion solutions for online merchants, helping to enhance consumer confidence in eCommerce transactions. Founded in 2003 and based in Arlington, Virginia, buySAFE offers a third-party guaranteed shopping program that addresses buyer concerns related to information security, product authenticity, timely delivery, and competitive pricing. The company also provides identity theft protection services and conducts inspections and underwriting of online merchants to assess their financial stability. By monitoring merchants’ adherence to their sales terms, buySAFE aims to foster trust and reliability in the online shopping experience. Additionally, the company operates buySAFE Shopping, a comparison shopping site that features various online merchants. Overall, buySAFE's services are designed to create a safer and more successful environment for both consumers and businesses in the digital marketplace.

Bid4Assets

Venture Round in 2001
Bid4Assets is a leading real estate online auction website, having sold over 100,000 properties since 1999. Bid4Assets auctions all types of properties, including rental properties, fixer upper homes, multi-family, vacant land and commercial property.

Bid4Assets

Series A in 2000
Bid4Assets is a leading real estate online auction website, having sold over 100,000 properties since 1999. Bid4Assets auctions all types of properties, including rental properties, fixer upper homes, multi-family, vacant land and commercial property.

ZonaFinanciera

Venture Round in 2000
ZonaFinanciera.com operates as an online marketplace for financial products and services tailored specifically for Spanish and Portuguese speakers globally. Serving as a one-stop resource, it enables users to research, compare, purchase, and monitor various financial offerings, including banking, brokerage, insurance, auto, and real estate products. The platform is designed to cater to consumers across 21 countries and is accessible in Spanish, English, and Portuguese, making it a premier destination for individuals seeking personal finance solutions and for financial institutions looking to reach diverse markets.
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